Profitability Report

As service calls are completed and posted, you can see how profitable they are. A Profitability report can be printed detailing the profitability of all or specific service call types for one or all your customers. The service invoices must be posted for the call to be included in the report. The Profitability report displays the customer's service call information and lists the service call types. Each of the cost category totals is listed, in addition to the total cost, tax, billing amount, cost markup, and gross profit for each service call.

1. Select Reports > Service Management > Service > Profitability.
2. Enter a Start Date and an End Date.
3. The Profitability radio button should be selected. Select to print the report for one or all customers and for one or all call types. Enter the customer or call type, if necessary.
4. Select Print.